KPC Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
KPC Financial Solutions LLC provides ongoing portfolio management and financial planning to individual clients, including those identified as high-net-worth, through tailored Investment Policy Statements and discretionary portfolio implementation. Services noted in the brochure include asset allocation, asset selection, regular portfolio monitoring, and financial planning that can address investment, insurance, tax, and retirement issues.
The firm’s investment approach combines modern portfolio theory and quantitative analysis to construct diversified portfolios using mutual funds, ETFs (including precious-metal ETFs), equities, fixed income and annuities, and it employs both long‑ and short‑term trading within client risk profiles. KPCFSLLC documents client risk tolerance in an IPS, requires discretionary trading authority to implement strategies, and conducts at least monthly reviews with custodial reporting provided to clients.
KPCFSLLC discloses several features that distinguish it from many peers: it participates as a wrap fee program sponsor, and its supervised persons include licensed insurance agents who may offer commissionable insurance products, while a firm principal also practices accounting and may provide related services — conflicts and compensation arrangements are disclosed in the brochure. The firm also requires use of a specific custodian, does not aggregate block trades for multiple clients, and operates with a small advisory team managing roughly $75 million in discretionary assets across a large client base.
Client services
Expertise
Fee options
Financial planning fixed fee of $2,500, negotiable
$1 - $500,000: 1.55% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.45% $2,000,001 - $3,000,000: 1.40% $3,000,001+: 1.35%
Main office
See office300 Morrison Park Drive, Suite 130
Southlake TX 76092
Advisors at this office
1
Offices (2)
Most active in
Texas
Also doing business as
Kpc Financial Solutions LLC · Kpc Financial Solutions, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Kevin C
Series 65
Southlake, TX
KPC Financial Solutions, LLC
Kevin Christ is a financial advisor at KPC Financial Solutions, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including AE Wealth Management, Brookstone Capital Management, and Guardian Financial Management. In addition to advisory services, he is an independent insurance agent contracted with multiple carriers. KPC Financial Solutions LLC provides ongoing portfolio management and financial planning to individual clients, including high-net-worth individuals, using tailored Investment Policy Statements and discretionary portfolio implementation. The firm employs a diversified investment approach combining modern portfolio theory and quantitative analysis, offering services that address investment, insurance, tax, and retirement issues.
Todd R
Series 65
Dallas, TX
KPC Financial Solutions, LLC
Todd Rabalais is a financial advisor at KPC Financial Solutions, LLC in Dallas, TX, with 17 years of industry experience. He holds a Series 65 designation and has worked previously at AE Wealth Management, LLC, Total Advisor Network, LLC, and Innovative Estate Management, LLC. In addition to his advisory role, he sells life, accident, and health insurance through various company appointments. KPC Financial Solutions provides portfolio management and financial planning services for individual and high-net-worth clients, utilizing tailored Investment Policy Statements and discretionary portfolio implementation. The firm employs a quantitative investment approach combining mutual funds, ETFs, equities, fixed income, and annuities, with both long- and short-term trading strategies aligned with client risk profiles.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)